VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,666 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.35 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $551,933 | +9.6% | 2,027 | +13.9% | 0.05% | +9.3% |
| Q2 2023 | $503,512 | +1.6% | 1,779 | -10.4% | 0.04% | -4.4% |
| Q1 2023 | $495,405 | +20.5% | 1,986 | +3.0% | 0.04% | +12.5% |
| Q4 2022 | $411,166 | -0.4% | 1,929 | 0.0% | 0.04% | -9.1% |
| Q3 2022 | $413,000 | -23.8% | 1,929 | -20.6% | 0.04% | -24.1% |
| Q2 2022 | $542,000 | -7.0% | 2,431 | +20.0% | 0.06% | -4.9% |
| Q1 2022 | $583,000 | -10.2% | 2,026 | +0.1% | 0.06% | -7.6% |
| Q4 2021 | $649,000 | +2.5% | 2,023 | -7.3% | 0.07% | -7.0% |
| Q3 2021 | $633,000 | +1.1% | 2,182 | 0.0% | 0.07% | -2.7% |
| Q2 2021 | $626,000 | +10.0% | 2,182 | -1.4% | 0.07% | -5.2% |
| Q1 2021 | $569,000 | -4.2% | 2,212 | -5.7% | 0.08% | -13.5% |
| Q4 2020 | $594,000 | – | 2,345 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bromfield Sneider Wealth Advisors | 93,208 | $28,976,418 | 19.62% |
| McAlister, Sweet & Associates, Inc. | 34,017 | $10,575,205 | 9.82% |
| GoalVest Advisory LLC | 70,143 | $21,806,087 | 9.59% |
| Dentgroup LLC | 20,974 | $6,520,352 | 5.79% |
| FC Advisory LLC | 40,783 | $12,678,709 | 4.90% |
| GILL CAPITAL PARTNERS, LLC | 34,372 | $10,685,598 | 4.50% |
| CATALYST PRIVATE WEALTH, LLC | 13,596 | $4,226,803 | 1.98% |
| Agate Pass Investment Management, LLC | 7,250 | $2,253,880 | 1.31% |
| High Net Worth Advisory Group LLC | 9,096 | $2,828,705 | 1.05% |
| Compass Financial Group, INC/SD | 9,305 | $2,892,660 | 0.76% |